GSC
PWO

Ground Swell Capital’s POWER SHARES ETF DYNAMIC OTC PWO Stock Holding History

Ground Swell Capital’s Portfolio PWO Stock Details PWO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-100
Closed -$7K – 3296
2014
Q2 		$7K Buy
+100
New +$7K 0.01% 962

Other funds holding PWO

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CWM
Concert Wealth Management San Jose, California $24.7M AUM 14.91% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.2B AUM 20.2% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return

Ground Swell Capital's PWO Position: Q3 2014 in Review

Ground Swell Capital sold out of POWER SHARES ETF DYNAMIC OTC (PWO) in Q3 2014, closing a stake of 100 shares — an estimated $7K sold.

Ground Swell Capital first reported a position in PWO in Q2 2014 and held it in 1 quarter. The position peaked at $7K in Q2 2014. 12 funds tracked by Wall St. Rank hold PWO as of Q3 2014.

  • Ground Swell Capital reported no remaining POWER SHARES ETF DYNAMIC OTC position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 100 POWER SHARES ETF DYNAMIC OTC shares in Q3 2014, an estimated $7K.
  • Ground Swell Capital first reported a position in POWER SHARES ETF DYNAMIC OTC in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's POWER SHARES ETF DYNAMIC OTC position peaked at $7K in Q2 2014.
  • 12 funds tracked by Wall St. Rank held POWER SHARES ETF DYNAMIC OTC as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.